In Einstein, all visualizations are built on datasets. A dataset is a collection of related data in the highly normalized form. You use data source in Einstein Analytics to create reports, dashboards, and business insights. We can create a dataset using the following three different methods:
- CSV
- Salesforce data
- Informatica Rev / external data source
The easiest way is to get a CSV file from reports. Let's take a look at the following steps:
- Create a report on an account, export it to a CSV file named
Account_data.csv
, and save it to your local drive. - Let's go to Einstein Analytics. To open Einstein, open the
Trailhead Data Manager
drop-down list at the top-right corner and selectAnalytics Studio
:
>
- If you are in the Lightning mode, select
Analytics Studio
in theApp Launcher
section, as shown in the following screenshot:
Hurrah!!!! You have successfully logged in to Einstein Analytics.
Let's get familiar with the environment and create your first dataset using the dataset builder...